市场综述：上周上证综指、深证成指、创业板指涨跌幅分别为-0.17%、0.52%、1.13%，传媒行业指数涨跌幅为 0.17%。细分到传媒细分子行业来看，各个子行业表现较大差异，其中人工智能指数涨幅最大，而迪士尼指数跌幅最大。

展望2017年我国快递产业的发展，可以预见的是，随着行业发展的日渐成熟，我国快递发展增速将有所放缓。特别是在国内主要快递企业上市获得资本市场的支撑后，我国快递市场竞争的格局将会发生较大的变化，出现拐点。

The need to automate the management of day-to-day information related to students is driving educational institutions to implement student information systems (SISs). Students use these systems for daily tasks such as registering for courses and classes, viewing their grades, and accessing transcripts. Faculty uses these systems to view their teaching schedules, submit final grades, and access academic information related to students. Administrators use SIS to automate various manual processes such as data entry. Educational institutions can enhance their strategic initiatives by using data drawn from built-in analytics of SIS. Key vendors in the global SIS market for higher education, such Jenzabar,Ellucian, Unit4, and Oracle, are working with educational institutions to improve their product offerings. Some of the prominent M&A include Unit4 acquisition of Three Rivers Systems to strengthen its presence in the global SIS market for higher education. Similarly, Jenzabar acquired RJM Systems in 2015. Following the acquisition, Jenzabar invested in RJM's SONISWEB SIS, a web-based SIS, to attract a larger consumer base. Vendors such as Workday that typically offer enterprise solutions have also entered the market to capitalize on the demand for software solutions in higher educational institutions.

The “sharing economy” movement is maturing and citizens and corporations alike have accepted that popular business models like Uber and Airbnb seem here to stay. This has caused the traditional industries with vested interests in these markets to make adjustments to their own business models and competition strategies with the sharing economy in mind. This had often resulted in the margins in the initial stages of the sharing economy to have either shrunk or stayed the same.

Native advertising is changing the way video game advertising is consumed. These advertisements provide the gamer a real-life experience and enable them to connect with the games.Social media advertisements for video games are gaining popularity because of the growing prominence of social games, where gamers compete with friends. This technique also allows advertisers to target their audience efficiently.One of the major challenges in the video game advertising market is the increasing use of ad-blocks. The use of ad-blocks is predominant on mobile device-based games, where the gamers are frequently interrupted by ads.This report covers the present scenario and the growth prospects of the global video game advertising market for the period 2016-2020. To calculate the market size, the report considers the revenue generated from the sale of advertisements through video games. The report discusses the primary market growth drivers and the challenges faced by vendors and the market as a whole and provides an overview of the key trends emerging in the market. It also presents the vendor landscape of the top five vendors in the market along with listing the other prominent vendors in the market.

E-commerce or online retail refers to web-based buying and selling of products and services. Despite traditional retailing having a significant market share in the global retail market, e-commerce has gained considerable traction in last five years. Within the e-commerce space, the B2C space is the fastest growing segment, which is attracting the interests of global e-commerce sites like Amazon and Alibaba.

In April 2016, Leyard Optoelectronic and Planar Systems were together awarded the third annual Best of Show Award by NewBay Media publications (TV technology, video edge, digital video, government video, and sound and video contractor). The award was given in recognition of the launch of the enormous 8K Leyard TW series video wall that measured 9.5*5.5 meters and had a display of 1.2-millimeter pixel pitch, and a resolution of 7680*4320. This launch is likely to urge other vendors to come up with innovative products to stay competitive in the market.This report covers the present scenario and the growth prospects of the global video wall market for 2016-2020.

The number of global broadband users has increased from 400 million in 2000 to 3.4 billion users in 2015. Globally, 80% of the households in developed countries and 34% in developing countries had internet access by 2015. The high penetration of the internet has led to the growth of digital content streaming and downloading since 2011.

The global soil moisture sensor market will grow at a CAGR of 14.56% during the forecast period.In terms of application, the agriculture was the largest segment in the market in 2015. This trend will continue during the forecast period as the governments of developed countries such as the US, the UK, Germany, Japan, and Australia,where advanced soil harnessing technologies are being employed, try to create more awareness about these technologies.A new development in the market was the launch of soil moisture mapping satellite by NASA in 2015. This satellite helps create accurate soil moisture maps and improve climate and weather forecasts. It also allows scientists to monitor droughts and predict flooding caused by severe rainfall or snowmelt to forecast crop yields.

The advanced education system has led to an interactive curriculum, enhanced teaching delivery, and effective learning models. Creativity and innovative thinking among students have become a mandate to sustain in the current dynamic competitive environment. Educational institutions worldwide are also incorporating international learning models and standards to improve the quality of education.Digital classroom vendors have been continuously developing and improving the education system with devices, such as interactive displays, tablets, adaptive devices, and various other types of software used for imparting digital interactivecontent used for educational purposes.The technological landscape pertaining to smart education software solutions is changing dynamically. These solutions are highly compatible as they can be easily installed either through cloud or on local servers of schools. It facilitates virtual campuses, therefore, making it easy for any school, which is ushering into online education. Moreover, these software modules can be accessed and used via tablets and mobile devices. However, the only significant drawback, which can suppress this market growth, is the lack of skilled resources to execute these activities in schools and colleges.

A data center is a centralized storehouse, physical or virtual, for remote storage, management, and processing of data and information. Data centers are required to house enterprise IT infrastructures. They constitute the backbone of essential business operations. The demand for cloud-based services is increasing among enterprises worldwide, including Fortune 500 companies. Several industry verticals worldwide are using advanced technologies to gain a competitive advantage. The complexities associated with business applications have increased because of the enormous growth in data volumes. This has triggered an increase in the need for construction and renovation of data centers worldwide.

This report covers the present scenario and growth prospects of the global VDI market for 2016-2021. To calculate the market size, the report considers revenues from the following: VDI models: On-premise VDI and cloud-based VDI or desktop as a service (DaaS) software licenses. Services: Deployment cost, annual maintenance cost, and license renewals.The report also presents the vendor landscape and a corresponding detailed analysis of the top four vendors in the market. In addition, it discusses the major drivers that influence the market growth. Furthermore, it outlines the challenges faced by the vendors and the market at large, as well as the key trends emerging in the market.

In 2015, the global semiconductor process control equipment market was dominated by KLA-Tencor accounting for 48.49% of the global market in 2015. This is because most of the end-users (semiconductor device manufacturers) share a mutual understanding with KLA-Tencor and order new semiconductor process control equipment from it. In addition, it has the necessary resources to constantly update its production line to the latest technology requirements of the semiconductor industry.The major end-users for semiconductor process control equipment are foundries,integrated device manufacturers (IDMs), and memory manufacturers. Foundries account for 62.35% of the global market, while memory manufactures and IDMs make up for the remaining 37.65% of the market. Memory manufactures account for a share of 23.75% and IDMs 13.9%. The number of IDMs has reduced drastically due to cost-saving efforts by semiconductor manufacturers, the majority of whom are migrating to the fabless model. Similarly, the memory manufacturing industry has also observed a lot of consolidation, leaving behind only a few. Themajor end-users of semiconductor process control equipment are foundries.

SMEs and large enterprises find it difficult to manage and protect the growing data volumes. Organizations require efficient backup, storage, and recovery. Traditional backup solutions, such as external hard drives, tape backup, network-attached storage, and writeable/re-writable optical media are inefficient solutions and require large capital resources for implementation. These solutions are considered to be inefficient because full tapes or hard discs need to be replaced on a daily basis and also require a secure place for storage. IT departments are considering adopting cloud solutions and pay-as-you-go plans for data protection because the resources for traditional backup are limited. DPaaS is available at a significantly lower cost with various new capabilities for data protection. DPaaS includes the following:

Growing emphasis on healthy lifestyle is increasing the demand for wearable lifestyle devices among consumers, driving market growth. The market is characterized by the presence of a large number of low-cost affordable smart wearable lifestyle devices.Basic fitness tracking bands are being increasingly replaced by smart watches with an incredible list of features.Smartphone penetration continues to provide increased adoption of smart wearable lifestyle and fitness devices and services.Smart wearable lifestyle devices are provided with the option of choosing valueadded services with basic connectivity and flexibility of payment giving rise to its enhanced popularity.

The popularity of the bring-your-own-device (BYOD) policy has led to a surge in demand for smartphones and tablets in the education market. This development has facilitated the emergence of many vendors that are focused on developing textto-speech technology for such devices so that the application of this software surges. As a result, the increase in usage of smartphones by students for online education is directly relating to the growth of the text-to-speech technology market.Open-source platforms and limitations of infrastructure in educational institutions are the major challenges faced by vendors in the market. However, as this software can be deployed using cloud-based technology, it should offset the open educational resources (OER) challenge to a large extent.

本周光通信板块的涨幅居前，这和中际装备收购苏州旭创获得证监会有条件通过的催化有关，但更主要的原因还在于光通信板块业绩增长的确定性强。由于运营商资本开支的结构化改变，未来两年国内运营商的投资重心将偏向固定网络端，包括现有电信网络的升级以及光网络的进一步渗透都将带动光通信板块整体业绩上行。

“一带一路”战略作为重大的国家战略，自推出的三年多以来，发展进度和成果都超出预期。2017 年 5 月，北京还将举行“一带一路”国际合作高峰论坛。届时将会带动一大批项目在“一带一路”沿线落地，从而推动国内更多的产业走出去。未来，“一带一路”战略将会释放出更大的红利，为更多的产业和企业带来更大的发展机遇。